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Tyler Dritz

@Lindbrook Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$1.129BTotal holdings2831
Assets growth rate6.04%Assets growth rate (2-Q avg)2.83%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lindbrook Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2831 positions.

Assets under management

The assets under management (AUM) of Lindbrook Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.129B in assets, with a quarterly growth rate of 6.04% and a 2-quarter average growth rate of 2.83%. The portfolio is managed by Tyler Dritz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWMIshares Russell 2000 Etf
Recent Activity
Decreased -2.04%
0.77%
$8.691M
39,347 shares@ $220.89 avg price
IJRIshares Core S&p Small Cap Etf
Recent Activity
Decreased -6.53%
0.6%
$6.772M
57,904 shares@ $116.97 avg price
INTUIntuit Inc
Recent Activity
Decreased -1.87%
0.59%
$6.658M
10,722 shares@ $621.0 avg price
SOXXIshares Semiconductor Etf
Recent Activity
Decreased -3.6%
0.58%
$6.481M
28,106 shares@ $230.6 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -3.59%
0.53%
$5.932M
36,602 shares@ $162.07 avg price
AXSMAxsome Therapeutics Inc Com
Recent Activity
Decreased -7.98%
0.52%
$5.815M
64,707 shares@ $89.87 avg price
VOVanguard Mid-cap Etf
Recent Activity
Decreased -5.45%
0.45%
$5.033M
19,075 shares@ $263.84 avg price
TMOThermo Fisher Scientific Inc Com
Recent Activity
Decreased -4.31%
0.43%
$4.83M
7,809 shares@ $618.57 avg price
IYJIshares U.s. Industrials Etf
Recent Activity
Decreased -3.88%
0.43%
$4.749M
35,528 shares@ $133.68 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -1.89%
0.41%
$4.596M
8,709 shares@ $527.7 avg price